Argano ai Agents

Sales Order Proofing Agent

Eliminate Order Errors Before Fulfillment

Validates dealer purchase orders against sales orders to prevent errors, protect margin, and improve OTIF—embedded in Dynamics 365 Finance & Supply Chain Management.

Watch Sales Order Proofing in Action

The Challenge

In dealer-based order models, validating purchase orders against sales orders is often manual, time-consuming, and reactive.

Teams are forced to manually validate complex order details across multiple data points, with limited visibility into discrepancies until too late in the process:

Orders reconciled line by line
Pricing, configuration, and terms discrepancies caught too late
Errors drive rework, delays, and margin leakage

Manual validation → AI-driven real-time order assurance

Business Impact

Sales Order Proofing enables organizations to shift validation upstream—improving accuracy before orders reach fulfillment.

Eliminate manual reconciliation effort with automated PO-to-SO validation

Improve order accuracy by identifying discrepancies earlier in the process

Protect margin by preventing mispricing and unintended discounts before execution

Improve OTIF performance by reducing downstream corrections, shipping delays, and fulfillment disruptions

Strengthen dealer confidence through more accurate and reliable order fulfillment

The Solution

Sales Order Proofing automates PO-to-SO validation directly within Dynamics 365 Finance & Supply Chain Management.

By evaluating purchase orders against corresponding sales orders in real time, the agent identifies discrepancies across pricing, configuration, quantities, and terms before confirmation—ensuring orders are accurate before entering fulfillment.

How It Works

A dealer purchase order is received or updated	The agent compares the PO against the corresponding sales order
Discrepancies are identified and flagged	Users review and resolve issues before confirmation

Key Capabilities

Automated PO-to-SO validation

Discrepancy detection across pricing, configuration, quantities, and terms

Proactive upstream validation before confirmation

Embedded in the Dynamics 365 order lifecycle

Contextual insights to accelerate issue resolution

Who Benefits

Order Management & Customer Service Teams
Supply Chain & Fulfillment Leaders
Finance & Revenue Operations
Sales Operations & Dealer Channel Teams

Built for High-Performance Enterprise Operations

Argano embeds AI directly into core business workflows—enabling real-time validation and decisioning across finance, supply chain, and revenue operations.

As part of Argano’s broader portfolio of AI-powered solutions, Sales Order Proofing helps organizations modernize order operations and improve performance at scale.